Loretta Strong, Financial Advisor, is an established provider of comprehensive financial solutions personally tailored to meet client expectations in all areas of retirement, investment and legacy planning.
We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Welcome to Strong Financial Strategies
Values You Can Count On:
- Professionalism and integrity above all else
- Ethical, proactive decision making
- Client-centered planning approach
- Clientele treated as extended family
- High profile community service and leadership
- Reputation rooted in long family history
- Excellent results by design, not default
About Our Clients
The average individual or family household at Strong Financial Strategies has investable assets of approximately $250,000 and is seeking financial guidance with the following priorities:
- Asset accumulation
- Income distribution
- Inheritance and estate planning
- Retirement strategies
- Insurance and Long Term Care planning
- Portfolio consolidation
How Are We Compensated?
- Managed Advisory-Based Accounts (billed quarterly based on assets under care)
- Hourly consulting
- Flat rate financial planning
- Transactional trading accounts
Services
- Alternative Investments
- Asset Management
- Banking and Lending Solutions
- Charitable Gifting Strategies
- Closed-End Funds
- College Planning
- Employer Plans
- Equities
- Estate Planning
- Exchange Traded Funds
- Financial Planning
- Fixed Income
- Insurance and Annuities
- Long Term Care
- Mutual Funds
- Research & Analysis
- Retirement Planning
- Structured Products
- Trust Services & Administration
Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.
In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part 2A as well as the client agreement.